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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,918 | $124,314-92.0% | $109,163-90.9% | $167,518-94.1% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 0.05% | 26.04%-26.0pp | 25.75%-25.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $6,560 | $4,209+55.9% | $3,723+76.2% | $4,838+35.6% |
| Participant deferral / active EE | $10 | $5,256-99.8% | $4,654-99.8% | $6,342-99.9% |
| Admin fee / account holder | $3,214 | $7,973-59.7% | $6,754-52.4% | $12,312-73.9% |